(508) 992-6500 | JLALLY@JTLCPA.NET

Client Center Information

Client Center Information

Viewing Document Presentation Files
This video shows how to view and print tax returns and other records in Document Presentation as often as necessary without having to request a paper copy.

Accessing Files via File Exchange
This video describes how to access and print files I have made available to you via File Exchange.

Uploading Files to File Exchange
This video describes how to upload files to File Exchange if you have the necessary permissions.

About NetClient CS Portal Services (PDF)


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I started working with John T. Lally CPA, PC about two years ago, and right from the start have been impressed with the service and responsiveness...

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